“We have written the website in plain language that’s free of jargon, so that investors can understand the content better and develop confidence with their finances,” said Tom Hamza, president of Investor Education Fund. “Investors can learn important topics such as how compounding works or the impact that fees have on mutual fund returns. Navigating is intuitive, so investors can quickly find the information they’re looking for.”
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A growing number of RIAs are offering one-time, flat-fee advisory services as part of a broader embrace of advice-only planning. But not all advisors are sold.
6h ago -
Dueling announcements Friday show that UBS is still struggling with advisor retention even as it brings in a new executive to oversee its recruiting efforts.
7h ago -
One-third of financial advisors say balancing personalization with growth is the hardest trade-off for them to manage. Doing so successfully means making hard choices about what's most important for clients and the business.
7h ago -
RBC pulls $1.2B and $705M teams from rivals, Merrill gets a $420M duo, and several large M&A deals close.
November 13 -
Financial therapist Rahkim Sabree wove his personal experiences into a detailed manual on a problem he and others say is often glossed over by the industry.
November 13 -
A similar measure stalled years ago, but some advisors say the current bill has more momentum among lawmakers.
November 13





